I do agree with you, this investment ALL about the assets, that's the only meat on the bone here.
I am not at all impressed with the communication from management, especially with this latest dog of a pr. However I didn't invest here for their ability to communicate, as refreshing as that would be.
The light at this never ending tunnel is our 11A Kenya block is getting hotter and hotter... and will be smoking by the time Tullow/AO 12 well campaign is over at the end of next year. Not to mention our 11B neighbors seem to be gaining traction on their program. So I without question see ERHE being able to pull of a deal here, and a great one at that. If I didn't truly believe that, I would be off and running faster than the road runner!
ERHE has the uncanny ability to pull off the right deal at the right time. I think they will make up for they lack in the pr department with an amazing deal.
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